1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PORTFOLIO DESIGN LABS, LLC

Map pinENCINO, CA
Phone310-755-0411
NotebookSEC #801-123053
Total AUM
$55.1M
Employees
4
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15760 VENTURA BLVD
SUITE 1700
ENCINO
CA 91436
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
310-755-0411

ReceiptFinancials

Total AUM
$55.1M
Accounts
85
Discretionary
$55.1M
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
66
AUM
$55.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account